Tag Archives: probate

Orange County Probate Attorney: What To Do After a Loved One Dies

When a loved one passes away, the grief is often overwhelming and exhausting. Your emotional state may make it nearly impossible to carry on basic functions like sleeping or eating. The last things you’ll feel like tackling are the legal or financial tasks that must be handled after an individual passes. Although delegating some of […]

Newport Beach Probate Lawyers: Everything You Need to Know About Claiming Death Benefits

The death of a loved one is one of the most difficult experiences a person must handle. The financial aspects that accompanies funeral and burial expenses compounds the grief, making the situation even worse. Newport Beach probate lawyers know that this is especially true if the deceased was the main breadwinner and the remaining family […]

Newport Beach Estate Administration Lawyer: Understanding the Basics of Probate in Orange County, California

The thought of going through probate in Orange County can strike fear in the hearts of most people. And, good reason. The time it takes is long and grueling and the paperwork is overwhelming. The details of probate vary from state to state, so the process looks different depending on where the deceased owns property. […]

How Long Does It Take to Settle an Estate in Orange County, California?

One of the most common questions asked when it comes settling estates is “How long will it take to settle an estate in Orange County?” The answer to that question is, of course, going to vary depending upon several factors. In some situations, Orange County probate may just take several weeks or a few months; […]

Orange County Probate Lawyers Answers, “I’ve Lost a Loved One . . . Now What?”

Losing a loved one is emotionally wrenching. And, unfortunately, being responsible for managing your loved one’s estate and final affairs can make an already terrible situation worse. Amidst all the stress and emotional turmoil, it can be difficult to remember all the important tasks you need to complete. To assist you in handling your job […]

Orange County Probate Lawyer: Reading this One Blog Post Could Save You Thousands

As an Orange County probate lawyer, I share the hard truth that probate is necessary when you die without proper estate planning if your assets exceed $150,000 in California.  And, that is gross assets value. So, if you own a home worth $700,000 with a $690,000 mortgage, the gross asset value is $700,000. Add up […]

Help! I Inherited a Timeshare. Now what?!

The majority of people we see in our Orange County estate planning law firm name their adult children as beneficiaries of their estate plan. In most cases, this works well because children typically outlive their parents. But, what happens when a child dies before the parent? What becomes of the inheritance that a parent plans […]

Orange County Probate Lawyers: Avoiding Probate with a Roth IRA

  Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Orange County probate lawyers typically go over with their clients: Unlike traditional […]